EWM INSIGHTS
By Paul Bertrand Ellis, CIMA®
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Image by Paul Bertrand Ellis, CIMA®
Category: Entrepreneurship
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Episodes: 87
Description
Throughout INSIGHTS we’ll talk to a variety of professionals, coaches, experts, artists, and every day people as we explore the riches that come from our collective journey.
We hope that as you listen to INSIGHTS our conversations will help you acquire more knowledge and become even more curious of the gifts that are in and all around us, while we support you to reach new heights as we grow together.
Most of all, through EWM INSIGHTS we want to encourage you to:
INVEST IN WHAT YOU LOVE!®
Ellis Wealth Management, LLC
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elliswealthmanagement.net
Ellis Wealth Management, LLC - “Invest in What You Love!"®
| Episode | Date |
|---|---|
|
The Investment of Fatherhood: A Classic Replay
|
Jun 17, 2026 |
|
Memorial Day Reflections - Classic Replay: The Value of a Life of Honor
|
May 21, 2026 |
|
Understanding the Dollar and Global Markets: Currency 101 with Peter Boardman
|
Apr 07, 2026 |
|
Stay Tuned! There's more on the way!
|
Apr 01, 2026 |
|
Connecting Generations: Insights from Senior Living Expert Stefanie Terry
|
Jan 13, 2026 |
|
Merry Moments: Holiday Cheer with Ellis Wealth Management's Tiffany and Paul
|
Dec 16, 2025 |
|
Stay Tuned! We've got more on the way!
|
Nov 11, 2025 |
|
Understanding the Implications of the One Big Beautiful Bill & Legacy
|
Sep 16, 2025 |
|
Stay Tuned! We've got more on the way!
|
Aug 22, 2025 |
|
Managing Up: A Guide to Elder Care and Family Financial Planning for the Sandwich Generation
|
Jul 08, 2025 |
|
The Investment of Fatherhood: The Ultimate Long-Term Investment
|
Jun 11, 2025 |
|
Memorial Day Reflections - Classic Replay: The Value of a Life of Honor
|
May 20, 2025 |
|
"When Mom Was King" : A Mother's Day Message
|
May 08, 2025 |
|
Navigating Dynamic Markets and The Importance of The Human Touch: Insights from Torey Pellegrini, CFA
|
Apr 13, 2025 |
|
Maximizing Your Wealth: Tax Planning Considerations for 2025 and Beyond
|
Mar 20, 2025 |
|
Empowering Families Through Financial Education - Advanced Planning Series Trailer
|
Mar 12, 2025 |
|
Investing in Passion: A Journalists Path to Success with M. Kienan Briscoe
|
Feb 19, 2025 |
|
Stay Tuned! We've got more on the way!
|
Feb 11, 2025 |
|
Merry Christmas and Happy Holidays: Reflections and Gratitude from Paul and Monica
|
Dec 17, 2024 |
|
Empowering Change: Gabriella Lino's Journey from Costa Rica to RMG Consulting
|
Dec 10, 2024 |
|
Demystifying Trusts: Understanding Their Role in Estate Planning
|
Nov 12, 2024 |
|
Crisp Mornings and Cozy Evenings; Preparing Your Home for Fall and Winter
|
Oct 30, 2024 |
|
Salon to Sales: Emma's Journey
|
Sep 26, 2024 |
|
From the Stage to Estate: Digital Matters with Special Guest Phillip Nathaniel Freeman
|
Sep 10, 2024 |
|
Queens of the Interior!
|
Aug 21, 2024 |
|
GET READY - The NEW Advanced Planning Series!!
|
Aug 16, 2024 |
|
The Tests of Japan with Special Guest Peter Boardman
|
Jul 30, 2024 |
|
Karolina Tomaszewska - "I Want To Create Miracles!"
|
Jul 16, 2024 |
|
Elks In Your Community - With Special Guest J. Donovan Smith!!
|
Jun 25, 2024 |
|
The Investment of Fatherhood - Classic Replay
|
Jun 11, 2024 |
|
EWM Insights with Jim Tinsley - Homes, Hotdogs and Packs for Kids!
|
May 14, 2024 |
|
Mother's Day Special Message: "When Mom Was King!"
|
May 08, 2024 |
|
Stay Tuned! We've got More on the Way!!
|
Apr 26, 2024 |
|
Living In Your Design with Special Guest Kevin Plumacher
|
Jan 16, 2024 |
|
A Holiday Message with Pecan Pie, Chocolate Chips, and Tarts!
|
Dec 14, 2023 |
|
You Make A Life By What You Give!
|
Dec 12, 2023 |
|
Putting Your Signature to Your Legacy
|
Nov 21, 2023 |
|
EWM Insights with Cy Aleman - First Down and a Lifetime to Go!
|
Nov 14, 2023 |
|
Preparing The Family to Succeed Well into Wealth
|
Oct 23, 2023 |
|
Japan - A Look Behind the Curtain with Special Guest Peter Boardman
|
Oct 18, 2023 |
|
Creating Your Family Compass and GPS to Legacy
|
Sep 22, 2023 |
|
GET READY FOR ANOTHER EPISODE IN THE FAMILY WEALTH PLANNING SERIES!!
|
Sep 20, 2023 |
|
The 4 Corner Documents - Special Family Wealth Series Episode 2
|
Aug 27, 2023 |
|
Stay Tuned and Get Ready for Another Episode of the Family Wealth Series!
|
Aug 23, 2023 |
|
What Is Wealth and Legacy? Special Family Wealth Series
|
Jul 11, 2023 |
|
Announcing the Family Wealth Series!!
|
Jul 06, 2023 |
|
The Investment of Fatherhood - A Special Replay
|
Jun 14, 2023 |
|
Special Mother's Day Episode: When Mom Was King!
|
May 11, 2023 |
|
Have You Out Run Your Insurance? [The Importance of Reviews]
|
Apr 18, 2023 |
|
Coffee and Conversation with Award Winning Chef Adrian Ramirez
|
Feb 07, 2023 |
|
Jamie Scheppers - The ART of Living!
|
Jan 10, 2023 |
|
A Holiday Message with Popcorn and Family Carnivals!!
|
Dec 14, 2022 |
|
Pulling Back The Curtain - A Private Conversation with Sarah Baldwin
|
Dec 08, 2022 |
|
The Journey of Joy - An Insiders Discussion of Mental Health
|
Nov 10, 2022 |
|
Stay Tuned - More Insights On The Way!!
|
Oct 27, 2022 |
|
Getting the Real Scoop with Mario Lotmore, Owner and Publisher of The Lynnwood Times
|
Sep 24, 2022 |
|
Keeping Your Families Safe - with Officer Hubby part 2
|
Aug 30, 2022 |
|
Officer Hubby - Keeping Your Families Safe! Part 1
|
Aug 17, 2022 |
|
Some Like it Hot - with Insurance Updates
|
Jul 12, 2022 |
|
The Investment of Fatherhood - Special Father's Day Message
|
Jun 17, 2022 |
|
"When Mom Was King" - Special Mother's Day Message.
|
May 06, 2022 |
|
EWM INSIGHTS with Special Guest Joanne Foreman, WILD LEADERS and Back 9 Strong
|
Mar 22, 2022 |
|
The Value of a Life of Honor - Hal Moore
|
Feb 11, 2022 |
|
EWM INSIGHTS with Special Guest Jason Pittman, U.S. Fleet Forces Command
|
Jan 11, 2022 |
|
EWM INSIGHTS with Special Guest - Séverine Naessens
|
Nov 30, 2021 |
|
EWM INSIGHTS with Andrew J. Evans, MBA Executive VP with TAG Wealth Advisors
|
Oct 12, 2021 |
|
EWM with Special Guest - Elva Trevino, Founder Champions Club
|
Sep 28, 2021 |
|
EWM INSIGHTS with Special Guest Howard Fraser, Managing Director at Longboard Asset Management
|
Sep 14, 2021 |
|
EWM INSIGHTS with Special Guest - Valarie Vest, First Vice President, Cambridge Investment Research, Inc.
|
Aug 17, 2021 |
|
UPDATE: WA State Long Term Care Act TAX with Special Guest Robb Stottlemyer
|
Jul 28, 2021 |
|
EWM INSIGHTS with Special Guest Lydia Lukic - Mindset Coach, Best Selling Author and Speaker
|
Jul 13, 2021 |
|
EWM INSIGHTS with Special Guest - Kandace Barnes, Mukilteo Chamber of Commerce, President and CEO
|
Jun 29, 2021 |
|
Party Announcement - Mukilteo Music at the Beach!
|
Jun 16, 2021 |
|
EWM INSIGHTS with Special Guest - Agnes Kim, Senior Strategic Partner, Microsoft/ Xbox
|
Jun 08, 2021 |
|
EWM INSIGHTS with Special Guest Kenny Kasperbauer, Team USA Athlete Part II
|
May 19, 2021 |
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EWM INSIGHTS with Special Guest - Kenny Kasperbauer, TEAM USA
|
May 07, 2021 |
|
EWM INSIGHTS with Special Guest - Scott Tupper, Founder and CEO Onda Origins
|
Apr 13, 2021 |
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EWM INSIGHTS with Special Guest Kyle Johnson, Attorney at Law, Arbitration and Mediation
|
Mar 18, 2021 |
|
EWM INSIGHTS with Special Guest Mario Lotmore
|
Mar 03, 2021 |
|
EWM INSIGHTS with Special Guest - Head Coach Masaki Matsumoto
|
Feb 02, 2021 |
|
EWM INSIGHTS with Special Guest J. Donovan Smith
|
Jan 19, 2021 |
|
EWM INSIGHTS with Special Guest Emily VU
|
Jan 05, 2021 |
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EWM INSIGHTS with Special Guest LT CDR Josette Curtis
|
Dec 08, 2020 |
|
EWM INSIGHTS with Special Guest Catherine White
|
Nov 25, 2020 |
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EWM INSIGHTS with Special Guest DARRION HOLIWELL
|
Oct 27, 2020 |
|
EWM INSIGHTS with Special Guest - MATT MARTIN
|
Oct 07, 2020 |
|
EWM INSIGHTS with special guest Officer Jacob Hubby
|
Sep 09, 2020 |